[vc_row][vc_column][vc_column_text css=""]Recently, a client asked how often we’ve been recognized as a 4- or 5-star Morningstar performer. While we don’t have an exact.Read More
“The investor’s chief problem—and even his worst enemy—is likely to be himself.” – Benjamin Graham Since President Trump’s April 2nd “Liberation Day” announcement,.Read More
The current political season indicates a choice between Trump and Biden for the upcoming election. Despite the curiosity surrounding their potential impact on.Read More
I recently received an email from an old friend and client expressing concerns about our nation’s future and the stability of capitalism. Negative.Read More
When my father passed away almost nineteen years ago, my mother purchased a Rolex watch for my brother and me as a commemoration.Read More
Depending on who you speak to the stock market, at times, can be a wonderfully efficient and rational market, or it can be.Read More
Past debt ceiling negotiations in previous years have followed a similar pattern in that the market remains volatile until Congress eventually realizes the.Read More
We’ve all been there. It was a long day at work, meetings ran later than you expected, and you didn’t have time to.Read More
Before I officially started at Altrius, I found myself reading a copy of “Invest Like An Aardvark” on a shockingly warm December day..Read More
We are doing a great deal of research regarding the current bank crisis understanding it is imperative we get it right in positioning.Read More